ARE AI & VIRTUAL ASSISTANTS THE ANSWER FOR YOUR AGENCY ' S QUESTIONS ?
Two of the most common issues shared by independent agency owners are workflow improvements and talent concerns . Questions on these topics are plentiful :
• How can we improve efficiency ?
• Where can we find new talent for our teams ?
• How will we train and develop our future staff ?
• Who will fill in the spots of retiring service team ?
However , there are solutions on the rise , but these solutions are not " traditional " by any means . Are they solutions that might be right for your agency ? We talked with some of the industry thought leaders on these topics to learn more .
HOW CAN AI OR VAs SUPPORT MY SERVICE TEAM ?
Wessly J . Anderson / AgencyVA : AI + VA = the future of insurance service work . Virtual Assistants are a much younger generation of new insurance talent . Because this new talent was raised on technology , implementation of AI is very natural . Make sure to align yourself with a VA company that provides the technology for the VA to be the most efficient . If you are able to source your VA on your own , I would suggest working with a VA company to leverage their technology .
The number one task that is completed by VAs leveraging AI is quoting . I am seeing speed and efficiency improve daily . Since personal lines is more linear , it has shown quick development . Commercial lines is coming along as VAs utilize the best technology and training .
Francisco Lopes / Sonant AI : Agencies ’ staff wastes valuable time handling non-revenue generating calls , and those calls distract producers . By automatically
14 KANSAS INSURANCE AGENT & BROKER